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Brandon Keefe Sussman

Traction Wealth Management, LLC

San Diego, CA

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Current Employers
Traction Wealth Management, Llc

San Diego, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-04
CA RA APPROVED 2024-09-19
  • TX RA
    APPROVED
    Since 2024-12-04
  • CA RA
    APPROVED
    Since 2024-09-19

Branch Locations

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2018 09/2024
Northwestern Mutual Investment Services Llc San Diego CA 09/2018 09/2024
San Diego State University San Diego CA 08/2015 12/2018
Trader Joes La Jolla CA 10/2015 10/2017
Montage On College San Diego CA 10/2017 05/2018
Lpl Financial Mira Mesa CA 01/2018 05/2018
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2019 09/2024
Traction Wealth Management Llc San Diego CA 09/2024 Present
  • 06/2018 → 09/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2018 → 09/2024
    Northwestern Mutual Investment Services Llc
    San Diego, CA
  • 08/2015 → 12/2018
    San Diego State University
    San Diego, CA
  • 10/2015 → 10/2017
    Trader Joes
    La Jolla, CA
  • 10/2017 → 05/2018
    Montage On College
    San Diego, CA
  • 01/2018 → 05/2018
    Lpl Financial
    Mira Mesa, CA
  • 08/2019 → 09/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 09/2024 → Present
    San Diego, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-02-15
  • S63 Uniform Securities Agent State Law Examination
    2019-02-15
Designations
Other Names
  • Brandon Keefe Sussman
  • Brandon Keefe Sussman

View on SEC IAPD

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